Our advisors

Ken Bhatt

Ken Bhatt

Financial Advisor

Learn more about Ken Bhatt Visit Ken Bhatt's website
James P Michelsen

James P Michelsen

Private Wealth Advisor

Franchise Owner
Learn more about James P Michelsen Visit James P Michelsen's website

Our team

Nan Ferro

Nan Ferro

Office Manager

Marguerite Bronkala

Marguerite Bronkala

Client Service Specialist